Earn The Right To Win
Value investing works very well when we find companies trading at a significant discount to their intrinsic or fair value.…
When Markets Rise, Invest Patiently
If you’re underinvested in equity, this market rally must be giving you serious bouts of anxiety. If you sat out…
Timing Isn’t Luck – It’s Conviction
You never know what lies ahead in equity investing. Yet, you need to show confidence in the asset class when…
Are You Buying Or Watching
The turbulence of March would have shaken even the strongest conviction. Clearly, these were the hardest times an investor faced…
Creating Value From Here
When markets correct, investors waiting on the sidelines begin looking for opportunities. The reflex reaction is to buy stocks and…
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the…
Racy Times For Investing
A two week long war has turned the macros of several countries upside down. By blocking a critical shipping route,…
Opportunity In A Correction
Investors who were willing to buy every dip for months together seem to have lost the will to buy last…
When Wars Become Routine!
Another war in the Middle East was not in our expectations. We simply thought things may not come to such…
Are Investors Switching At The Wrong Time Again?
February saw an important switch in investment flows. After a long phase of persistently selling Indian equities, Foreign Institutional Investors…
Gold Fever
The latest AMFI data from January reminds us that mutual fund investing remains largely hindsight-driven. Surprisingly, net inflows into Gold…
On Extremes and Resets
Valuation excesses, when they happen without fear or worry, are only waiting to be disrupted. The current year began with…
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